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About Our Team

Meet Your TeamOur People Are Our Greatest Asset, And We Invest Heavily In Them

Greg Whitten

Greg Whitten

Senior Financial Consultant

410-228-6715

410-934-3272

Al  Glessner

Al Glessner

LPL Financial Advisor

410-228-6715

410-934-3272

Beth  Whipple

Beth Whipple

Client Relationship Manager

410-221-6229

410-934-3272

Jordan  Linthicum

Jordan Linthicum

LPL Registered Administrative Associate

410-228-6715

410-934-3272

Diana  Robbins

Diana Robbins

Client Service Associate

410-228-6715

410-934-3272

Our FirmServing You
Since 1986

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We strive to become the premier wealth advisory firm on the Mid-Shore and the surrounding region, as recognized by unrivaled service and delivery to our clients.

Our ProcessWe Strive for Excellence as Much as You Do

Step 1: Discovery Call

Step 2: Build Your Plan

Step 3: Enjoy Life

InsightsNews & Resources

Jane Bond: Scaling the Ladder

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Learn More
Medicare vs. Medicaid

Medicare vs. Medicaid

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
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Is Term Life Insurance for You?

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.
Learn More

We Want To Hear From You

Reach out to us today to schedule a discovery call!

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